See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,847 | $165,335-27.5% | $149,696-19.9% | $158,922-24.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 12.99% | 348.15%-335.2pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,867 | $5,103-43.8% | $4,644-38.3% | $4,761-39.8% |
| Participant deferral / active EE | $10,607 | $7,181+47.7% | $6,842+55.0% | $5,982+77.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |